Learn more about Concur here. g. 6. 2. 2. 1. 5. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. The Create New Request pop-up will display. Expense Report Alerts can be found above the name of the Expense Report. e. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. Select Report Details, then select. How Concur works. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Helpful articles. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. Once the Expense Report has been fully approved, funds will be moved from the chart string on the Expense Report or Allocation back to UCSD Travel 24-48 hours after1. Skip to page contentIn Concur, a specific COA Account is associated with each Event Expense Type in the Report Type:. Cognos Analytics is UCSD's Business Intelligence tool. In Request Header tab, make the following entries: a. Jacobs Medical Center, a general surgical facility and the principal. Expand All. Concur is a secure platform for booking university business travel. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Request Alerts can be found above can be found above the name of the Request. If this is your first time logging into Concur, you will be asked to select between UC Office of the President or UC San Diego, select UC San Diego 3. Project Cost: This is generally an expense or a charge PPM Manage Project Costs: Within the Oracle Financial Cloud, transactions are accounted for in the General Ledger (GL) but can be tracked at a more granular level within Oracle Project Portfolio Management (PPM). Click on the Requests module at the top of the page, the Requests module homepage will display. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. . Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. Finance. Select the Request module, then select New Request. Email: connexxus@kahalatravel. Active Directory (AD) : for email, the campus wireless network, Virtual Private Network (VPN), and TritonEd. This page has a friendly link that's easy to remember: page will provide a guide on chart string validation on Concur Requests and Expense Reports. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. This article is the most up-to-date resource on this topic, but note that we are working on improving this process: Any changes will be announced through the Budget & Finance Weekly Digest. Taxable (T)/Exempt (E) Agent Booking or Service Fees. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new financial system, and there is no need for Employees to register for reimbursement or travel-related payments. Follow the steps to log in. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Expense Types serve two purposes in Concur: Expense Types serve as a general. How Concur works. 1. Approvals for all Concur documents are processed within the application itself. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. ) 7. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Delegates can also email receipts on behalf of another employee to receipts@expenseit. 3. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. Visitors from participating countries traveling under the Visa Waiver Program (VWP) on WB/WT status are not issued a paper 1-94, rather the WB/WT status. 4. Please use the campus links listed below to access the Travel Portal: UC Berkeley. e. Log into Concur using your Single Sign-On. Travel Arranger / Assistant. Request new roles using the Oracle and Concur Role Requests form in Services and Support. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. On the opening screen,. Procurement. Travel Arranger / Assistant. Booking Travel Best Practices. 4. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. Select Request module at the top of the page 3. Alaska, Hawaii, or U. Concur is a secure platform for booking university business travel. 1. 2. Take Me There Frequently. The department will. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 4. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). 1. Improve OFC/Concur functionality and speed (e. 12. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Uploading Receipts from the Computer. M&IE isn't Per Diem, which applies to long-term U. Effective 07/01/22. Hilton La Jolla Torrey Pines. Recursos en Español. We would like to show you a description here but the site won’t allow us. 1. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. 2. An approved funding source is required for all. Buy & Pay. In. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Once payment is processed in the bank, you will see the wire payment post in Oracle. In the Report Header, complete the following: a. Gabriel M. Ramesh R. edu with your desired appointment day, time, and your Concur Request ID. Select Upload Receipt Image and attach file. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. UC Irvine. Booking Guest Travel via Concur Travel. A self-service online payee registration and payment status tool for UC. The T&E charge in. Search Blink Search Faculty/Staff. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. Select the link for BUDGET & FINANCE. UCSD – Procurement Card. Type of Event: On Campus OR Off Campus. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. 2. All UC San Diego employees will automatically have access to Concur; Sponsored affiliates should work with their department's DSA to establish access, provided they have access. Pulse offers various applications, such as the Clinical Web Portal, the Business Contracting website, and UCSD JobLink. While the department chart string is required for the expense report in Concur, please note that a different COA is required for the Cashier Deposit Form - see Step 5 below. 2. UC San Diego UC San Diego. Determine the number of miles traveled. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. While the default Account Code is tied to the Concur Expense Type for the other Report Types in Concur, the Account Code/Expenditure Type is tied to the Trip Type for. UC San Diego pays sales tax on taxable purchases directly to California vendors and out-of-state vendors registered in California to collect sales tax. edu or in person to set up a trip by providing trip information, dates, project number and name of event. 4. Log in to Concur via Single Sign-On. UC San Diego Students, Faculty and Staff. Empress Hotel La Jolla. 5. 3. In. Based on the services your company has from SAP Concur, the mobile app includes: 1. Concur Expense Types. Provides tools for expense pre-authorization. In the Report Header, fill out all the required fields. System Login: Concur. Select the module from the top of the screen. edu 858-534-6237. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name In an effort to streamline processes and eliminate the need for departments to request checks for hotel prepayment, IPPS Travel and Concur offer the ability to book local hotels and bill to UC San Diego. The amount of the reimbursement will not exceed six (6) months of the lease or $25,000,whichever is less, including any penalty paid to terminate the lease. Concur identifies the employee payee under the Payment Type: Payment to Employee as the user submitting the expense report, or the user that the delegate is. Log in to your world class Concur solution here and begin managing business travel and expenses. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Select type of trip search (airfare, car rental, hotel, train) 10. Last Updated: March 24, 2023 3:42:49 PM PDT. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. 1. Find training and resources available for using Concur Travel & Expense. See below for instructions on how to request a cash advance for employees. PO Requisitioner Role (formerly known as the Shopper and Department. S. If you accidentally select UC Office of the President, clear your browser history, repeat. Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. Skip to Step 7 below. All UC San Diego employees have access to Concur. How Concur works. f. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. The University reimburses its employees' travel expenses (i. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. i. Sign in here using. Wire transfer payments is a manual payment process; the turnaround time is 7-10 business days from the date the wire request is approved by your department. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Liability insurance limits are: $100,000 per person. Expense Report Alerts can be found above the name of the Expense Report. S. ucsd. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense . Logistics. UC San Diego Travel & Entertainment Card: Conference registration fees, hotel deposits, and required prepayments should be paid using the traveler's UC San Diego Travel &. Select Add an Assistant. 4. La Jolla, CA 92093 (858). 1. 5 cents per mile. 2. Need help signing in. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. UC Merced. A brief description on the different ways to be paid by UC San Diego. Learn more about Concur here. UC policy is to not distribute National/Enterprise, or Hertz/DTG CDP numbers associated with regular cars since those numbers are embedded into the agency reservation systems. 2. 2. 163101 - CIP - Software Greater Than $5M CIP Software Greater Than $5M UCSD Equipment 163101 : 163151 - CIP - Software Less Than or Equal To $5M CIP Software Less Than or Equal To $5M UCSD Equipment 163151 . (including Alaska and Hawaii): CDW and liability insurance are provided. The process outlined. They should. All UC San Diego employees will automatically have access to Concur. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. Budget & Finance: Budget, finance,. edu) and an active, paid appointment to register a new business systems account. 1. S. 3. ucsd. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. Estudiantes de Primer Año. Determine the circumstances of travel. Oracle and Concur Role Requests Blink page for. edu, is UC San Diego's eProcurement site. If this is your first time logging into Concur, you will be asked to select UC Office of the President or UC San Diego, select UC San Diego 3. 3. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. 2. 4. Review the written steps below. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. In the Request Header tab, in Request Type, select Travel Request. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Navigate to the Services and Support website: 2. A Card & Payment Products form will update and display In. Required when booking travel through Concur/Balboa Travel. This article reviews UCSD Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financial Cloud (OFC) and Concur; Information below will encompass and expand on information that previously resided in the CoA User Guide; The final part of this article will address UCPath Chartstring requirements1. concur. 2. Concur Basics. Although certain categories, such as late submissions, unsubstantiated expenses, or employee. Estudiantes de Transferencia. Select the Requests module at the top of the page 3. 2. 4. Select the desired Expense Report. Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. 3. Supplier Profile Status: Active: payee is currently available to be paidWe would recommend first investing in our training courses (see below) to learn essential terminology, practices, and policies related to Oracle Procurement & Payables. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego. 3. Standard entertainment: Involving a guest-host. Review the written steps below: To Add an Out-of-Pocket Expense. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Uploading Receipts from the Computer. 2. Associated Concur Report Type. Log into Concur using your Single Sign-On. This is set up by the department once you have completed employment forms. Click the box next to "Remember me for 7 days". Oracle Financials Cloud, OFC. Access Health Sciences, Medical / Pharmacy School, or other institutions. ASUCLA. This article demonstrates how to log into Concur. Group leader is the Concur User/Owner of the Expense Report, needs to be a UCSD employee, a cardholder, and present on the trip; Group Travel requires 3 or more travelers; The Travel & Entertainment Card is the preferred method of payment A Travel Request to preauthorize the trip must be completed and then linked to the Travel Expense Report2. 2. Procurement Card Expenses. In Requests, select Create New Request. Request a cash advance from UC San Diego Travel. Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. Budget & Finance Knowledge Base - How to Calculate Per Diem for Travel in Concur - Services & Support. Doubletree by Hilton San Diego Mission Valley. Enter the name of the desired Travel Assistant. Make pre-travel arrangements. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. S. Budget & Finance. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. From anywhere in Concur, in the upper right, select the Profile icon. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. possessions travel; Long-term travel (30 days or more) in the continental U. 1. In the Request Header tab, in Request Type, select Travel Request. IT Services at UC San Diego leads the university’s technology to ensure your success. 2. Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. UCSD GL Journal Entry JR is the only elevated role that departmental users may need to request with VC central office approval; All other elevated roles should not be requested unless there is prior instruction from the domain lead; Grant Access Oracle & Concur Approvers: this means workflow approver roles are being requestedPer Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. Find out about UC San Diego's partner travel agencies' services and contact information. Institution Review Board (IRB) Research at UCSD using a human subject must be approved by the Institutional Review Board (IRB) which is an independent committee that protects the rights and well-being of research subjects. UCSD Equipment ; 163001 . 1. 2. Fill out all of the necessary trip information, required fields are. Concur. UC San Diego Medical Center, the focal point for our education and community service missions. Original receipt required for reimbursement for any dollar amount: Airfare. 1. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. The new invitation form will ask campus clients to identify up front the UC San Diego system used to issue payment to the payee (e. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Request Type: Event Request. Most events for UC San Diego business are 1 of these 3 types of events, each with certain policies and guidelines: Meetings: Infrequent and only University employees in attendance. 2. 6. 2. Select the module from the top of the screen. Helpful articles. Learn about SAP Concur for your business. Procurement Card Delegation of Authority Request. Initial loading fee of $1. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Last Updated: May 5, 2023 2:44:37 PM PDT Give feedback View more information about reports that display data from the Concur Expense module and UC. Find out about rental car coverage. Determine the number of miles traveled. The following process applies to all non-event reimbursement Concur Expense Types with added steps for noting gift/award recipients, Attendees in Concur, specifically required for Gift/Prize/Award expense types. View SLBO's resources for. More on T&E Card. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Sheri Hartman, PhD. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. 2. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. Log into Concur using your Single Sign-On. a. Log in to Concur and select a Request or Expense Report. Your username is usually the first part of your email address (before the @ symbol). Payees can register to do business with UC San Diego, and update their information all in one place. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. Please consult with your Fiscal Assistant and/or your Fund Manager to determine the best method of procurement for your particular situation. In Submitted by, the person who is making the request is automatically populated on the form. 2. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Per diem applies to the following travel situations: Foreign travel. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense . View the Alerts at the top of the page. 1. Domestic Service Fee - Kahala only. Log into Concur using your Single Sign-On 2. Group leader is the Concur User/Owner of the Expense Report, needs to be a UCSD employee, a cardholder, and present on the trip; Group Travel requires 3 or more travelers; The Travel & Entertainment Card is the preferred method of payment A Travel Request to preauthorize the trip must be completed and then linked to the Travel Expense ReportUse this step-by-step guide to pay for an out-of-town conference registration or a hotel deposit for University business travel. Notice: UC San Diego travel policy, as published in Blink, is decisive. 3. 5 cents. edu is UC San Diego's official booking site for all business travel, including employees and guests. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. Select the link for Get Help & Request Service. This will be the number used to search for the. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. In the Request Header, in Request Type, select Card and Payment Products Request 5. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. 4. possessions travel. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. S. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. 2. S. Reduce Per Diem for meals that are provided by conferences, etc. 3. Log into Concur using your Single Sign-On; Click on the Requests module; Click on Create New Request; Complete the Request Header, all fields with a red asterisk are required. Oracle, Concur, Services & Support), which. 1. Make pre-travel arrangements. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Information from Blink on how to use the T&E Card for official UC San Diego business. Employees can also use Concur to book personal travel! BOOK NOW. 18 cents per mile. All UC San Diego staff employees are eligible to join Career Connection. Travel insurance is not included with personal bookings. Information about live UC San Diego systems that are down for maintenance or are experiencing unscheduled downtime or other issues can be found on the UC San Diego Systems Status website. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Fraudulent Charge. Employees have access to UC-negotiated rates within this single platform; Concur requires a completed Profile in order for you to make travel arrangements; scroll through each Concur Profile section to. f. Expense Types are found in each Concur document. ucsd. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. Concur Expense Types: Meetings & Entertainment (Events) Search Blink Search Faculty/StaffClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. S. La Jolla, CA 92093 (858). Note: Payment must be paid by UC San Diego and not by the individual employee.